Oceanic Capital Management LLC (OCM) is an independent Registered Investment Advisory, located in Monmouth County, New Jersey. OCM specializes in portfolio management, specifically customized asset allocation strategies. Our primary focus is developing a targeted asset allocation, appropriate for each client, relative to their risk profile, and individual goals. We then periodically rebalance the assets, to keep things in the targeted range. OCM is governed by a strong commitment to diversification, a long-term approach to investing, and the use of alternative assets to help balance both our risk and return profiles.
As CFP (R) professionals our role as a fiduciary is paramount, this is why we embrace a holistic approach to identify the needs and goals of each client first before investing.
About Us
Douglas Lyons, Managing Director, has more than 25 years assisting clients by carefully listening and then partnering with his clients and their other advisors to arrive at the best strategy and solution to meet each client’s unique objectives.
Thomas Yorke, Managing Director, is a seasoned financial professional with over 30 years of both institutional and retail investing experience. An expert in the world of financing, international and emerging markets as well the importance of diversification as a means to reduce risk and stabilize portfolio returns. Mr. Yorke has made a commitment to serve both families and individuals, helping them to grow and protect their wealth.
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Facebook
www.facebook.com/OceanicCapitalManagement/
Twitter
https://twitter.com/oceaniccap
Company Details
- Employees
- 3
- Founded
- -
- Address
- 125 Half Mile Rd,
- Phone
- +1 732 345 1533
- oc****@****cap.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- oceaniccap.com
- Keywords
- Red Bank.
- HQ
- Red Bank, New Jersey
Oceanic Capital Management Llc Questions
Oceanic Capital Management Llc's helpline number is +1 732 345 1533
Oceanic Capital Management Llc's website is oceaniccap.com
Oceanic Capital Management Llc's LinkedIn profile is https://www.linkedin.com/company/oceaniccap
Oceanic Capital Management Llc has
3 employees.
View email and phone details for 3
employees at Oceanic Capital Management Llc.
Oceanic Capital Management Llc's industry is
Financial Services
Oceanic Capital Management Llc's top competitors are
44 Oak Capital,
Cbo Capital Partners Ltd,
Principle Wealth,
Trihawk Capital,
Fourth Creek Partners Llc,
Edgeplus Capital Limited,
Broadfront Capital Management,
Brightview Capital Management Llc,
Shrewsbury River Capital Lp,
Delta Capital Management.
Oceanic Capital Management Llc's support email address is ocmsupport@oceaniccap.com
Oceanic Capital Management Llc's categories are Financial Services
Oceanic Capital Management Llc's founding year is 2008
